Build Your First Workflow in TaxDome (Step-by-Step) | Steps to Save Time & Stress Less
Автор: Automate & Elevate: AI & Automation for Tax Pros
Загружено: 2025-06-02
Просмотров: 307
Описание:
In this tutorial, I walk you through how to build your first automated pipeline in TaxDome..
👉 You’ll learn how to:
Create a new pipeline from scratch
Set up custom stages based on your firm’s workflow
Add automations like email templates and task assignments
If you’re just getting started with TaxDome, this is the foundation to build on!
🎯 I’m a certified TaxDome Consultant helping firms automate client communication, document flow, and internal processes.
🔔 Subscribe to get more TaxDome tips, AI tools, and real-world strategies to elevate your firm.
And if you like help with building out your pipelines and making your TaxDome portal more efficient, you can email me at [email protected]
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